Link your Community ChMS account with your ELEXIO Giving account.
Step 1. Log into your giving control panel.
Step 2. Click the Organization drop down menu at the top right.
Step 3. Map at least one of your funds, but you will want to map all the funds that you are going to make available for Online Giving. You don't need to add funds into the Giving list that will not be used for Online Giving. You will match each Giving fund to the corresponding Community fund. Usually the exact same name. You also need to set one fund as default - usually the General Fund.
When you link your ELEXIO Community database with our giving tools, the system will work to automatically match gifts with the proper donor. This eliminates the need for you to manually reconcile gifts, or do any file-based export/imports.
When a donor completes a transaction online:
If the donor already has the Elexio Community person ID on file, it creates a contribution receipt within Elexio Community for that person.
If the donor doesn’t have an Elexio Community person ID on file, then it searches Elexio Community for the person based on e-mail address and first and last name.
If a match is found, then it links them and creates a contribution receipt for the matched person in Elexio Community each time.
If a match isn’t found, it creates a new person in Elexio Community and then creates a contribution receipt.
It then updates the donor record in the giving system to have the new Elexio Community person ID (in the Giving envelope number field) so it won’t have to look for a match for this same donor in the future.
If the system creates a new duplicate person in Elexio Community:
It is a little extra work, but the bonus is that you now have a valid email address for the person since they just entered it into Elexio Giving when setting up their account!